VIRTUS WEALTH SOLUTIONS
CRD #332536 SEC #801-130985 CRANFORD, NJ 908-967-6360
SEC Registered
Total AUM
$501.4M
Discretionary
$501.4M
Employees
6
Clients
251
Accounts
1,021
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $501.4M | $501.4M | $0 | 6 | 0 |
| Nov 2025 | $501.4M | $501.4M | $0 | 6 | 0 |
| Mar 2025 | $501.4M | $501.4M | $0 | 6 | 0 |
| Dec 2024 | $481.5M | $481.5M | $0 | 7 | 0 |
| Dec 2024 | $481.5M | $481.5M | $0 | 7 | 0 |
DateNov 2025
Total AUM$501.4M
Discretionary$501.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2025
Total AUM$501.4M
Discretionary$501.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$501.4M
Discretionary$501.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$481.5M
Discretionary$481.5M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$481.5M
Discretionary$481.5M
Non-Disc.$0
Employees7
Clients0